Strategic Commercial Lines Client Executive

Trucordia; Lancaster (MA); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

Accident

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia is seeking an experienced Account Manager to lead client relationships across complex commercial accounts in a multi-location setting. The role includes developing tailored service plans, risk management strategies, and guiding renewal negotiations to optimize profitability.

The ideal candidate has 7+ years in insurance account management, deep P&C and Life & Health knowledge, and strong negotiation and presentation skills. Licensure in P&C/L&H and CIC/CRM/CPCU are preferred.

Qualifications

• 7+ years of experience in insurance account management for complex commercial accounts.
• Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies.
• Strong strategic thinking, analytical skills, and business acumen with the ability to manage book profitability.
• Exceptional communication, negotiation, and presentation skills.
• Proficient in AMS360 or comparable agency management systems.
• Active insurance licenses in applicable lines (P&C and/or L&H) required.
• Advanced industry certifications such as CIC, CRM, CPCU strongly preferred.

Responsibilities

• Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts.
• Develop tailored service plans and risk management strategies in alignment with each client’s industry, risk tolerance, and business objectives.
• Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.
• Collaborate closely with producers and practice leaders to present unified service and growth strategies.
• Actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations.

Skills

Relationship management

Strategic thinking

Communication skills

Negotiation

Tools

AMS360

Job description

Trucordia is seeking an experienced Account Manager to lead client relationships across complex commercial accounts in a multi-location setting. The role includes developing tailored service plans, risk management strategies, and guiding renewal negotiations to optimize profitability.

The ideal candidate has 7+ years in insurance account management, deep P&C and Life & Health knowledge, and strong negotiation and presentation skills. Licensure in P&C/L&H and CIC/CRM/CPCU are preferred.